Nonprofit · EIN 23-7003049
AICCU RESEARCH FOUNDATION
Tax-exempt · SACRAMENTO, CA 95814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,737,502 | $1,825,912 | -$88,410 | $7,262,357 | $1,154,540 | $6,107,817 |
| June 30, 2024 | 990 | $1,824,824 | $1,756,584 | $68,240 | $6,548,369 | $1,007,880 | $5,540,489 |
| June 30, 2023 | 990 | $1,822,486 | $1,881,674 | -$59,188 | $6,052,378 | $1,164,455 | $4,887,923 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,403,571
- Membership dues
- $1,314,252
- Program service revenue
- $209,071
- Investment income
- $120,610
- Other revenue
- $4,250
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $397,200
- Other salaries and wages
- $588,196
- Salaries, compensation and benefits (total)
- $1,258,383
- Professional fundraising fees
- $0
- Legal fees
- $55,560
- Occupancy
- $121,794
- Travel
- $52,779
- Depreciation
- $2,352
- Program services (functional)
- $1,485,832
- Management and general (functional)
- $340,080
Balance sheet and other
- Total assets, start of year
- $6,548,369
- Total assets, end of year
- $7,262,357
- Total liabilities, end of year
- $1,154,540
- Net assets, end of year
- $6,107,817
- Land, buildings and equipment
- $2,246
- Publicly traded securities
- $4,535,261
- Net assets without donor restrictions
- $4,363,787
- Net assets with donor restrictions
- $1,744,030
- Gross receipts
- $1,737,502
- Employees
- 11
- Volunteers
- 27
- Year formed
- 1989
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN SOARES | PRESIDENT Officer | 40 | $340,117 | $66,049 |
| ALEXANDER GRAVES | VP FOR GV RELATION Highest-paid employee | 40 | $118,225 | $17,753 |
| THOMAS MAU VU | VP FOR POLICY Officer | 40 | $102,902 | $16,147 |
| MICHAEL BEALS | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| HECTOR DE LA TORRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTHA ESCUTIA | VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| G GABRIELLE STARR | AICCU CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FRED PRAGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMY MARCUS-NEWHALL | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| ANDRE STEPHENS | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| RAVI RAJAN | 1ST VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIKA BUSTAMANTE | ASSISTANT VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| JAMES T HARRIS III | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| KRISTA NEWKIRK | 2ND VICE CHAIR Trustee or director | 1 | $0 | $0 |
| JULIE SULLIVAN | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRAN INMAN | SENIOR VICE PRESIDENT Trustee or director | 1 | $0 |
| EUGENE MITCHELL | TRUSTEE Trustee or director | 1 | $0 |
| SHANNON GARY | EXEC COMITTEE Trustee or director | 1 | $0 |
| MARK MILIRON | EXEC COMITTEE Trustee or director | 1 | $0 |
| RUTHANN HEINRICH | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER CALLAHAN | EXEC COMITTEE Trustee or director | 1 | $0 |
| RISA DICKSON | EXEC COMITTEE Trustee or director | 1 | $0 |
| JIM GASH | EXEC COMITTEE Trustee or director | 1 | $0 |
| MATT PARLOW | EXEC COMITTEE Trustee or director | 1 | $0 |
| ROGER THOMPSON | EXEC COMITTEE Trustee or director | 1 | $0 |
| JENNIFER TORRES | VP FOR GV RELATION Trustee or director | 1 | $0 |
| JAMIENNE STUDLEY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN SOARES | PRESIDENT Officer | 40 | $333,517 | $63,033 |
| ALEXANDER GRAVES | VP FOR GV RELATION Highest-paid employee | 40 | $116,952 | $17,133 |
| THOMAS MAU VU | VP FOR POLICY Officer | 40 | $101,867 | $15,574 |
| MICHAEL BEALS | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| KENNETH HARGREAVES | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| HECTOR DE LA TORRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTHA ESCUTIA | VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| DAVID FIKE | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| ANN MCELANE-JOHNSON | AICCU PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| G GABRIELLE STARR | AICCU CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FRED PRAGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE NEALON | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| AMY MARCUS-NEWHALL | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| PAUL FITZGERALD | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| ANDRE STEPHENS | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| RAVI RAJAN | 1ST VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIKA BUSTAMANTE | ASSISTANT VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| JAMES T HARRIS III | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| KRISTA NEWKIRK | 2ND VICE CHAIR Trustee or director | 1 | $0 | $0 |
| MAUREEN O'CONNOR | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| DANIELE C STRUPPA | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| JULIE SULLIVAN | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| FRANK INMAN | SENIOR VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| EUGENE MITCHELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHANNON GARY | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| MARK MILIRON | EXEC COMITTEE Trustee or director | 1 | $0 | $0 |
| RUTHANN HEINRICH | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN SOARES | President Officer | 40 | $347,877 | $60,844 |
| Alexander Graves | VP for Gv Relation | 40 | $103,437 | $16,481 |
| THOMAS MAU VU | VP FOR POLICY | 40 | $99,499 | $15,023 |
| MICHAEL BEALS | Exec Committee Trustee or director | 1 | $0 | $0 |
| KENNETH HARGREAVES | Exec Committee Trustee or director | 1 | $0 | $0 |
| HECTOR DE LA TORRE | Exec Committee Trustee or director | 1 | $0 | $0 |
| MARTHA ESCUTIA | Exec Committee Trustee or director | 1 | $0 | $0 |
| DAVID FIKE | Exec Committee Trustee or director | 1 | $0 | $0 |
| ANN MCELANEY-JOHNSON | AICCU CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDREW BENTON | Exec Committee Trustee or director | 1 | $0 | $0 |
| G GABRIELLE STARR | 1ST VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FRED PRAGER | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE NEALON | Exec Committee Trustee or director | 1 | $0 | $0 |
| AMY MARCUS-NEWHALL | Exec Committee Trustee or director | 1 | $0 | $0 |
| PAUL FITZGERALD | Exec Committee Trustee or director | 1 | $0 | $0 |
| ANDRE STEPHENS | Exec Committee Trustee or director | 1 | $0 | $0 |
| RAVI RAJAN | 2ND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIKA BUSTAMANTE | Exec Committee Trustee or director | 1 | $0 | $0 |
| JAMES T HARRIS III | Exec Committee Trustee or director | 1 | $0 | $0 |
| KRISTA NEWKIRK | Exec Committee Trustee or director | 1 | $0 | $0 |
| MAUREEN O'CONNOR | Exec Committee Trustee or director | 1 | $0 | $0 |
| DANIELE C STRUPPA | Exec Committee Trustee or director | 1 | $0 | $0 |
| JULIE SULLIVAN | Exec Committee Trustee or director | 1 | $0 | $0 |
| GREG BOARDMAN | Exec Committee Trustee or director | 1 | $0 | $0 |
| FRAN INMAN | Exec Committee Trustee or director | 1 | $0 | $0 |
| EUGENE MITCHELL | Exec Committee Trustee or director | 1 | $0 | $0 |
| SHANNON GARY | Exec Committee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1121 L ST STE 802, SACRAMENTO, CA 95814-3974
- Principal officer (990 for 2024)
- KRISTEN SOARES, 1121 L STREET 802, SACRAMENTO, CA 95814
- Signed the 990
- KRISTEN SOARES, PRESIDENT
- Phone
- (916) 446-7626
- Website
- WWW.AICCU.EDU
- Return prepared by
- PUZDRAK AND STORTZ LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7003049 or by the name AICCU RESEARCH FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PURPOSE OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES AND RESEARCH FOUNDATION (AICCU) IS TO ADVANCE THE INTERESTS OF THE ACCREDITED NON-PROFIT COLLEGES AND UNIVERSITIES IN THE STATE. IN THAT ROLE, AICCU CARRIES OUT A SERIES OF PROGRAMS INCLUDING PUBLIC AFFAIRS AND INFORMATION, JOINT FINANCIAL SERVICES, INSTITUTIONAL RESEARCH, ADMISSIONS AND STUDENT RECRUITMENT, AND COORDINATION OF PROFESSIONAL DEVELOPMENT ACTIVITIES.
Program accomplishments
- PUBLIC AFFAIRS AND INFORMATION- AICCU ATTEMPTS TO BUILD AWARENESS OF THE SECTOR IN THE GENERAL PUBLIC AND IN THE PUBLIC POLICY PROCESS.Expenses $506,154 · revenue $73,640
- JOINT FINANCIAL SERVICES- AICCU FACILITATES JOINT PROJECTS AMONG MEMBER INSTITUTIONS WHICH WOULD NOT BE POSSIBLE BY INDIVIDUAL COLLEGES AND UNIVERSITIES, INCLUDING FACILITIES FINANCING AND SEVERAL JOINT INSURANCE PROGRAMS.Expenses $337,197 · revenue $47,089
- INSTITUTIONAL RESEARCH- AICCU CONDUCS A SERIES OF RESEARCH STUDIES ON THE NATURE AND OPERATION OF INDEPENDENT COLLEGES IN CALIFORNIA. THE RESULTS OF THOSE STUDIES ARE DISTRIBUTED TO MEMBER INSTITUTES, POLICY AGENCIES AND TO THE PUBLIC.Expenses $297,478 · revenue $42,131
- COORDINATION OF PROFESSIONAL DEVELOPMENT ACTIVITIES - AICCU SPONSORS SEVERAL GROUPS OF CAMPUS OFFICERS THAT MEET PERIODICALL TO DISCUSS COMMON PROBLEMS AND ISSUES AND TO LOOK FOR COMMON SOLUTIONS. ADMISSIONS AND RECRUITMENT ACTIVITIES - AICCU PREPARES VARIOUS PBULICATIONS THAT PROVIDE INFORMATION TO PROSPECTIVE STUDENTS ABOUT INDEPENDENT COLLEGES. IT ALSO CONDUCTS WORKSHOPS AND OTHER INFORMATION PROGRAMS FOR COLLEGE COUNSELORS.Expenses $345,003 · revenue $46,211
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7003049
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $7,262,357
- Income (IRS master file)
- $1,737,502
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,737,502 | $1,825,912 | $7,262,357 | IRS |
| 990 | June 2024 | $1,824,824 | $1,756,584 | $6,548,369 | IRS |
| 990 | June 2023 | $1,822,486 | $1,881,674 | $6,052,378 | XML |
| 990 | June 2022 | $1,523,506 | $1,875,185 | $4,964,356 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7003049).
Questions about AICCU RESEARCH FOUNDATION
- What is the EIN of AICCU RESEARCH FOUNDATION?
- The employer identification number (EIN) of AICCU RESEARCH FOUNDATION is 23-7003049.
- Is AICCU RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to AICCU RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does AICCU RESEARCH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AICCU RESEARCH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AICCU RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AICCU RESEARCH FOUNDATION?
- The 990 for the year ended June 30, 2025 names KRISTEN SOARES.
- Who are the officers and directors of AICCU RESEARCH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 27 people; 3 received compensation from the organization, the highest $340,117 (KRISTEN SOARES, PRESIDENT).
- How much revenue does AICCU RESEARCH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,737,502, expenses of $1,825,912 and total assets of $7,262,357 at year end.
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